Hello all,
Trying to add autoplace fields in my document templates on CLM. The form fields are populating on my merge templates but it is still requiring me to manually drag and drop my signature and date signed box onto the document.
I have checked my eSignature settings and reviewed the Document Custom Fields, and the CLM template also matches my autoplace text.
Autoplace text: /s{r}/
Text in CLM document: /s1/
The document field is also shared.
Could it be a workflow step? Or is there another setting I would need to enable
Thanks in advance
Hello
Welcome to DocuSign Support!
First of all, in the workflow you are using “signature” step, so you need to give number or order to the recipients. Refer the screenshot below:
Then for the AutoPlace tags please use the backward slash for best practice:
AutoPlace text: \s{r}\
Text in CLM document: \s1\
Thanks! Keep me on Radar
Thanks
Your solution worked, I noticed I did not add recipients to my Signature step earlier.
Thanks again.
Thanks
Your solution worked, I noticed I did not add recipients to my Signature step earlier.
Thanks again.
Oh, that’s great to hear, you resolved it.
Happy to help!
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